Technical Support Specialist, Finance

2 months ago

Calgary, Canada Benevity Full time

**Meet Benevity**:
The world's coolest companies (and their employees) use Benevity's technology to take social action on the issues they care about. Through giving, volunteering, grantmaking, employee resource groups and micro-actions, we help most of the Fortune 100 brands build better cultures and use their power for good. We're also one of the first B Corporations in Canada, meaning we're as committed to purpose as we are to profits. We have people working all over the world, including Canada, Spain, Switzerland, United Kingdom, the United States and more

As a Finance-focused Client Technical Support Specialist, you'll play a key role in managing our Spark Product, Benevity Reporting Tool, and related financial processes. You'll promptly address clients' financial questions and resolve billing, funding, and disbursement issues to ensure smooth donation flows. Additionally, you'll support clients with financial data and reconciliation needs.

In this role, you'll collaborate with Financial Operations, Client Success Managers, and other internal teams to achieve the best outcomes for clients and Benevity. Your financial expertise, communication, and problem-solving skills will position you as a trusted advisor, empowering clients to effectively manage their programs.

**What you'll do**:

- Help uphold Benevity's industry-leading client success standards by supporting clients in understanding Benevity's financial processes and tools
- Provide detailed financial support, including:
- Invoice updates
- Float fund management
- Donation disbursements
- Transaction reversals
- Vendor setups
- Use reporting and data analysis to assist with transaction reporting and reconciliation
- Build strong relationships with clients and internal teams to deliver quick, high-quality solutions

**What you'll bring**:

- 1-2 years of experience in Client Support or Account Management
- 6 months to 1 year of experience in Accounts Receivables, with knowledge of standard financial processes and account reconciliation
- 6 months to 1 year of experience with Benevity Reporting or similar analytic software
- Advanced proficiency in spreadsheet software
- Strong communication and analytical skills, able to highlight key points and explain their significance
- Client-focused, results-driven, with a growth mindset and commitment to high-quality, timely results
- Skilled problem solver, adaptable, and proactive in enhancing processes and fulfilling commitments
- Technically proficient and maintains high professional standards, ensuring tasks meet quality and timeline expectations
- Motivated self-starter, effective both independently and collaboratively
- Influential through strong relationships, expertise, and data; experienced with B2B SaaS software and passionate about non-profits and innovation
- Knowledge of community investment and employee giving programs is a plus; multilingual capabilities are an asset

**Discover your purpose at work**:
We are not employees, we are Benevity-ites. From all locations, backgrounds and walks of life, who deserve more

Innovative work. Growth opportunities. Caring co-workers. And a chance to do work that fills us with a sense of purpose.

If the idea of working on tech that helps people do good in the world lights you up... If you want a career where you're valued for who you are and challenged to see who you can become

It's time to join Benevity. We're so excited to meet you.

**Where we work**:
At Benevity, we have developed a Community First approach that we design our people's experience around with goals to build a strong community and culture, achieve stellar execution of our business goals and social mandate, and ensure Benevity-ites thrive. For those who live within a reasonable commuting distance to an office, we can split our time working in the office and from home to optimize the opportunities of both, with the requirement that we spend at least 50% of the time in the office.

**Join a company where DEIB isn't a buzzword**:
Diversity, equity, inclusion and belonging are part of Benevity's DNA. You'll see the impact of our massive investment in DEIB daily — from our well-supported employee resources groups to the exceptional diversity on our leadership and tech teams.

We know that diverse backgrounds, experiences, skills and passions are what move our business and our people forward, so we're committed to creating a culture of belonging with equal opportunities for everyone to shine.

That starts with a fair and accessible hiring process. _If you want to feel seen, heard and celebrated, you belong at Benevity._

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